Answering Service for Accountants & CPAs
Every missed call is a missed client. Jodie answers your calls when you're in meetings, up against an IRS deadline, or knee-deep in tax returns.
Trusted by 1,600+ US service businesses
The problem
Tax season does not wait for you to answer the phone
When you're reconciling accounts or filing a return before the April deadline, you cannot stop to answer every call. But the business owner who just got an IRS notice needs a CPA now. They are calling the next firm on the list. New client inquiries, sales tax questions, and payroll queries all go to whoever picks up first.
- 70% of callers looking for a CPA won't leave a voicemail
- Business owners needing urgent help call 2-3 firms and go with whoever answers
- That adds up to 3-5 lost clients per month during busy periods
- A full-time receptionist costs $1,500+/month just to answer the phone
70%
of callers looking for a CPA won't leave a voicemail
3-5
potential clients lost per month during busy periods
$1,500+
monthly cost of a receptionist to answer your calls
How CPAs Use Jodie
Tax Filing Panic Call
The situation: A business owner calls in March needing help with their tax return. The April deadline is weeks away and they have not started. They just got an IRS notice.
Jodie handles it: Jodie picks up, asks about their business type, what records they have ready, and the deadline they are working to. You get a text with all the details so you can assess whether you can take them on.
CPA in a Client Meeting
The situation: You're reviewing financial statements with a client when a new inquiry calls your office line.
Jodie handles it: Jodie answers, takes the caller's details, asks what services they need, and lets them know you will call back after your meeting. The lead is in your inbox when the meeting ends.
New Business Setup Inquiry
The situation: A startup founder calls asking about LLC formation, EIN registration, and sales tax setup.
Jodie handles it: Jodie asks about their business type, expected revenue, number of employees, and what stage they are at. You get a qualified lead with enough detail to prepare a proposal.
After-Hours Tax Question
The situation: A business owner calls at 7pm worried about an IRS notice they received. They have questions about sales tax they may owe.
Jodie handles it: Jodie takes their details, notes the specific questions, and lets them know you will be in touch in the morning. The message is ready and waiting when you start your day.
That new client is calling. Who is picking up?
Set up Jodie in under 2 minutes. She handles your calls while you handle the numbers.
Get Started for FreeReal reviews Real results from real businesses
Built for CPA Firms
Everything you need to stop missing clients and keep your practice growing.
Never Miss a Client Inquiry
Whether it is a new business needing a CPA, a tax filing question, or a sales tax registration inquiry, Jodie picks up right away and captures the details.
Qualified Lead Details
Jodie asks about their business type, what services they need, whether they have a current CPA, and any deadlines. You get a clear brief you can act on.
Sounds Like Your Practice
Callers think they're speaking to your office. Jodie knows your specialisms, the services you offer, and your availability.
On Your Terms
Forward calls when you're in meetings, working on returns, or done for the day. Switch it off whenever you want to answer yourself.
Live in Minutes
No tech skills needed. Set up call forwarding on your office phone and Jodie starts answering your accounting calls right away. Works with QuickBooks, Xero, or any setup.
FAQ Frequently Asked Questions
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The next new client is one missed call away.
Let Jodie take your calls while you're focused on the numbers.
First 7 days free, then pricing from $49/month